Create shifts and tasks

Make a single shift or a repeating one, with the tasks the worker ticks off.

Step by step

Most shifts come from a booking. For a one off, click New shift on Today or the Shift calendar.
Under Job and worker, pick a job to fill in the details, or leave it. Choose a worker, or Leave unfilled for now.
Under When, set the date, start, finish and any unpaid break. To repeat, tick the days under Repeat on and set Repeat until.
Under Where, add the site, the Code name workers see, and the postcode, which sets the clock in zone.
Under Client alerts, add the contact. Tick Email and text this contact when the worker clocks in if they want arrival alerts.
Under Pay and notes, set the rates, notes, how to get in, and the Task checklist.
Click Book shift.

Tasks for booked shifts come from the client's booking. You can edit the checklist on the booking or on a single shift.
Shifts made from a booking have arrival alerts off, so clients with several visits a day aren't flooded. To switch them on, tick Text and email the client when each carer arrives on the booking. Shifts that haven't started change too.
If a client replies STOP to an arrival text, their texts stop and the booking's tick goes off. You're emailed. If they reply START, it comes back on.
Workers see the code name and area only, until the day.